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Broadridge
BR

Overview Fund Activity

350 hedge funds and large institutions have $4.09B invested in Broadridge in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 107 increasing their positions, 119 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+34
Holders Change %
+10.76%
% of All Funds
10.17%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.29%
New
61
Increased
107
Reduced
119
Closed
26
Calls
$5.07M
Puts
$4.41M
Net Calls
+$664K
Net Calls Change
-$1.37M

Top Buyers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
$25.9M
2
Allianz Asset Management
Allianz Asset Management
Germany
$142M
3
JHIU
Janus Henderson Investors US
Colorado
$169M
4
BFA
BlackRock Fund Advisors
California
$133M
5
BIT
BlackRock Institutional Trust
California
$137M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$103M
2
Harris Associates
Harris Associates
Illinois
$241M
3
VNIM
Vaughan Nelson Investment Management
Texas
$78.3M
4
Renaissance Technologies
Renaissance Technologies
New York
$3.05M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LMGAM
176
Liberty Mutual Group Asset Management
Massachusetts
$1.02M -$447K -11,302 -30%
WTNA
177
Wilmington Trust National Association
Delaware
$999K -$69.5K -1,758 -7%
MAA
178
Mraz Amerine & Associates
California
$972K – – –
BG
179
Bahl & Gaynor
Ohio
$935K +$935K +23,650 New
BF
180
BOK Financial
Oklahoma
$920K -$143K -3,612 -13%
PA
181
Profund Advisors
Maryland
$899K +$100K +2,535 +13%
URS
182
Utah Retirement Systems
Utah
$850K – – –
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$839K +$75.8K +1,918 +10%
BCMU
184
BlueCrest Capital Management (UK)
Guernsey
$798K +$798K +20,200 New
PP
185
Prospector Partners
Connecticut
$794K – – –
Credit Agricole
186
Credit Agricole
France
$786K – – –
MIU
187
Man Investments (UK)
United Kingdom
$777K -$2.32M -58,557 -75%
CC
188
Cipher Capital
New York
$759K +$759K +19,213 New
BNP Paribas Financial Markets
189
BNP Paribas Financial Markets
France
$758K +$398K +10,067 +111%
AIP
190
Ameritas Investment Partners
Nebraska
$742K – – –
AG
191
Algert Global
California
$741K -$474K -12,000 -39%
ZIM
192
Zacks Investment Management
Illinois
$730K +$341K +8,620 +88%
FM
193
Forward Management
California
$723K +$88.5K +2,242 +14%
OSAM
194
O'Shaughnessy Asset Management
Connecticut
$698K +$698K +17,696 New
SAM
195
Securian Asset Management
Minnesota
$681K -$20K -506 -3%
BA
196
BlackRock Advisors
Delaware
$679K +$44.9K +1,137 +7%
SOADOR
197
State of Alaska Department of Revenue
Alaska
$673K +$673K +17,040 New
Barclays
198
Barclays
United Kingdom
$665K -$199K -5,090 -23%
WDA
199
Wendell David Associates
New Hampshire
$662K – – –
COPPSERS
200
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$661K -$6.92K -175 -1%
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